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For companies/Sales/Chase every post still waiting for client approval

Chase every post still waiting for client approval

Each weekday morning Claude reads the approval sheet, drafts a short reminder for every post still waiting, and puts the posts about to miss their date at the top. It does not read the client threads.

Safe versionSalesEvery weekday
Your plan
Google WorkspaceMicrosoft 365
Set it up6 steps
  1. 00

    Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.

    No account yet? Ask your manager.

    Where things are in Claude

    • CustomizeConnectors In Claude's left sidebar: connect your email and files.
    • /schedule Type it in a new Cowork task to run a prompt on a schedule.
    • Scheduled In Claude's left sidebar: what runs, to pause or change it.
What you get
A morning table by brand: what is waiting and since when, a reminder drafted for each post waiting two working days or more, and the posts at risk this week first. You add the recipient and the name to each draft, about 20 seconds each, because client contacts stay out of AI.
Learn how
  • Connectors and automation
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Take the readiness checkEvery Sales workflow

Your manager sees progress and hours. Never what Claude reads or writes.

FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence

firstpromptFor companies

support@firstprompt.build

  • Readiness check
  • Sample company
  • Team snapshot
  • Privacy and IT questions
  • Pricing

Departments

  • 01
    Once for the whole company: your Microsoft admin approves Claude's Microsoft 365 connector and turns on its write tools, so Claude can save drafts and files. If connecting asks for an admin's approval, this is still to do: send them this step.
  • 02
    Keep one approval sheet called Approvals in your Clients folder with these columns: brand, post, sent for approval, publish date, status. No contact names, email addresses or phone numbers.
  • 03
    Each time you send a post for approval, add its row; when a client approves, set its status to approved, about 20 seconds each. Claude does not read the client threads in this version.
  • 04
    Connect Microsoft 365 under CustomizeConnectors, and in Cowork connect your Clients folder in OneDrive or SharePoint (the one synced to this computer).
  • 05
    Type /schedule, paste this workflow's prompt and pick Weekdays at 9:00.
  • 06
    Each draft has no recipient: add the client contact and their name, then send it yourself. A morning the computer was off is skipped, not queued.
    • Set this up on your computer: the Claude desktop app runs it.
    The prompt
    1. 1
      Every weekday at 9:00, go through the "Approvals" sheet in my Clients folder and the client email threads since yesterday.Taken out by a company rule: Every weekday at 9:00, go through the "Approvals" sheet in my Clients folder and the client email threads since yesterday.Every weekday at 9:00, go through the "Approvals" sheet in my Clients folder. If it still shows a contact's name, email address or phone number, ignore it and never repeat it.safe version
    2. 2
    3. 3
      1. Mark as approved every post a client approved, and list the changes clients asked for, post by post.Taken out by a company rule: 1. Mark as approved every post a client approved, and list the changes clients asked for, post by post.1. List every post still waiting for approval two working days or more.safe version
    4. 4
      2. For every post still waiting two working days or more, draft a short, friendly reminder to the client contact in the thread, in the thread's language: what is waiting, the publish date, and that we post only once they approve. Save it as a draft. If you cannot save drafts, put them in your answer for me to copy. Do not send anything.Taken out by a company rule: 2. For every post still waiting two working days or more, draft a short, friendly reminder to the client contact in the thread, in the thread's language: what is waiting, the publish date, and that we post only once they approve. Save it as a draft. If you cannot save drafts, put them in your answer for me to copy. Do not send anything.2. For each one, draft a short, friendly reminder that names the client's brand, the post by its date and format, and the publish date, and says we post only once they approve. Start it with "Hi [NAME]," and leave the recipient empty. Never write a contact's name, email address or phone number, and do not read the email threads. Save it as a draft. If you cannot save drafts, put them in your answer for me to copy. Do not send anything.safe version
    5. 5
      3. Give me one table by client: post, sent for approval, days waiting, publish date, status. Posts that will miss their publish date this week go at the top.Taken out by a company rule: 3. Give me one table by client: post, sent for approval, days waiting, publish date, status. Posts that will miss their publish date this week go at the top.3. Give me one table by brand: post, sent for approval, days waiting, publish date, status. Posts that will miss their publish date this week go at the top.safe version
    6. 6
    7. 7
      Company rule: never put customers' personal data into this task. If an email or file contains them, skip that part and tell me.company rule
    Kept out of AI
    1. Customer personal dataKept out
    2. Safe version. Works from the brand and the post's date only, and never reads the client threads. Contact names and addresses stay out: you add the recipient to each draft and mark approvals in the sheet yourself.
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